BCM and Reports


Merced Gonzales

Hello BCM'ers,

Just would like to know if there is a way for me to customize the "canned"
BCM reports? I know that I can modify them after I run them, but this
doesnt allow me to add any other information.

Simply said, I would like my "Opportunity Funnel" report to allow me to add
the Company name to the column headings. - Right now as-is, I am limited to
these headings: Title, Account/Contact, Referred By, Type, Close Date,
Probability, and Total.

or, Is there a way to create my own customized reports - so that I can add
only the fields that I want?

Many thanks in advance to all

Patricia Cardoza [Outlook MVP]

Yes, there is! Actually, I'm working on instructions for a post on my blog
that should go up tonight. Basically though, in case I don't get it up
tonight, you need Crystal Reports to be able to do this. If you have Crystal
(and a little knowledge about how to use it), you can modify the existing
reports extensively and create new reports. You can even create custom
reports that use custom fields.

Patricia Cardoza
Outlook MVP
Author - Special Edition Using Microsoft Office Outlook 2003
Lead Author - Access 2003 VBA Programmer's Reference
Author - Absolute Beginner's Guide to Microsoft OneNote 2003


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